Samuels Theodore R. II

Director Samuels buys 9,000 CNC shares at $27.62; stock down 68.2% from 52-week high to $25.53

Samuels Theodore R. II, a director, purchased 9,000 shares of Centene Corp at $27.62 on 2025-07-28, increasing his holdings by 39.1% from 23,000 to 32,000 shares. The purchase occurred at a time when CNC is trading at $25.53, down 68.2% from its 52-week high of $80.23 and down 52.7% over the past 30 days. Looking at timing patterns, his prior buy at this ticker on 2024-12-13 generated a negative 90-day return of -1.5%, and across his cross-ticker buy history, only 50% of prior buys achieved positive 90-day returns. The company is reporting a net loss of $-253.0M on revenue of $48.7B with a P/E of 6.11, suggesting the stock is trading at a compressed valuation. The combination of significant price deterioration, a material increase in personal holdings at depressed levels, and the director's willingness to add exposure despite prior unfavorable timing outcomes warrants investor attention to both the underlying business trajectory and what this accumulation may signal about management's view of downside risk.

Director Samuels Theodore R. II buys 5.0K CNC shares at $58.86; 3 other insiders bought within 14 days

Samuels purchased 5,000 shares at $58.86 on 2024-12-13, increasing his holdings by 27.8% to 23,000 shares. The purchase occurred at a price 28.1% below the 52-week high of $80.41, in a period when the stock has declined 24.2% over the past 90 days. Most significantly, 3 other insiders also bought CNC shares within the past 14 days, forming a cluster buying pattern. The company carries a low P/E of 9.52 with $42.0B in quarterly revenue and 6.5% annual revenue growth, suggesting a mature, profitable business trading at a modest valuation multiple relative to earnings.